Wiki source code of PARTNERS in Excel

Last modified by TriinuKollamaa on 2014/05/26 09:53

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 1: Following information can be described about your customers.
 2: 
 3: **BRANCH INFO**
 4: 
 5: * PartnerCode -code of partner in your ERP, (% style="color:#ff0000;" %)**REQUIRED**
 6: * GLN
 7: * Branch name - name of customer branch (shop), (% style="color:#ff0000;" %)**REQUIRED**
 8: * Contact person first name - first name of branch contact person
 9: * Contact person last name - last name of branch contact person
10: * Branch phone
11: * Branch fax
12: * Branch email
13: * Branch Address, (% style="color:#ff0000;" %)**REQUIRED**
14: * City
15: * Postal code 
16: * County
17: * Country code - 2 symbol country code, eg EE
18: * USERID - information about your company users who can view this partner info.
19: 
20: **ADDITIONAL BRANCH INFO**
21: 
22: * Pricat Party Code - can be left empty in this case means, that customer is using base prices and can see full set of products. To assign customer specific assortment fill in with PartnerCode of this customer in your ERP
23: * Minimum order sum - you can set minimum order sum for this customer
24: * Assortment products only (YES/NO) - if customer should only see products included into his specific assortment, set value to "YES". If not, then leave empty or filled with "NO"
25: * Additional info - enter additional info about branch
26: * Next visit - you can set future date for customer visit
27: 
28: **COMPANY INFO**
29: 
30: * Company Name, (% style="color:#ff0000;" %)**REQUIRED**
31: * Company RegNum
32: * Company VATRegNum
33: * Company Address, (% style="color:#ff0000;" %)**REQUIRED**
34: * City
35: * PostalCode
36: * County
37: * Country Code
38: 
39: **CONTRACT INFO**
40: 
41: * Contract no
42: * Contract begin date
43: * Contract end date
44: * Payment method
45: * Payment terms
46: * Credit limit
47: * Penalty
48: * Outstanding amount
49: * Overdue amount
50: * Contract additional info
51: 
52: **RULES**
53: 
54: * Only unique Partner entries are allowed
55: 
56: (((
57: (% style="font-size: 0.8em; line-height: 18.666666px" %)[[image:EAS.jpg]]
58: )))